Motivational Interviewing Bootcamp: MI for Financial Professionals is a comprehensive course designed to equip financial professionals with the skills and techniques of Motivational Interviewing (MI), an evidence-based communication method that helps clients find the motivation to make positive decisions and achieve their objectives. MI is particularly valuable for understanding client motivation, addressing ambivalence, and supporting clients in making informed decisions. […]

Financial life planning (aka life planning) is a broad concept with no universally accepted definition. Yet, it's often associated with George Kinder's renowned approach, particularly his "three questions" that guide individuals toward meaningful life goals. In this session, you'll explore the essence of life planning, gaining a clear understanding of its principles and how it can be effectively integrated into […]